Pettinelli Financial Partners, an independent wealth management firm overseeing more than $750m in client assets, has finalised an ample organisational realignment devised to improve service quality ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

Bell Wealth Partners, founded by Robert and Keegan Bell, launches independently under LPL Financial, managing $450 million in assets. LPL Financial LLC announced that Robert Bell, II, AIF®, and his ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

As the accounting profession evolves in tandem with technological advancements, client expectations are shifting, too. Modern accountants are increasingly seeking ways to enhance their business models ...

Over the past four years, since Arvind Krishna has been at the helm of IBM, the company has undergone quite a transformation in its market positioning. It self-identifies as the Hybrid Cloud and AI ...

Apollo Global Management and fintech-focused Motive Partners have agreed to set up a client-services company designed for use by institutional investors and other asset managers looking to attract ...

Small and medium-sized businesses (SMBs) aren't just the backbone of the economy, they're also one of the biggest opportunities for marketing agencies today. There are millions of SMBs worldwide. In ...

Wellington Management today announced that Steve Klar, President, Managing Partner, and Head of the Client Platform, will retire in June 2026 after a distinguished 21-year career with the firm. Mr.